Security National Financial shares owned by UMA Financial Services
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Security National Financial
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All positions including Security National Financial held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Security National Financial by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $310k | 32k | 9.59 |
| 2024-06-30 | $251k | 32k | 7.76 |
| 2024-03-31 | $204k | 31k | 6.62 |
| 2023-12-31 | $262k | 31k | 8.53 |
| 2023-09-30 | $272k | 35k | 7.83 |
| 2023-06-30 | $296k | 33k | 8.93 |
| 2023-03-31 | $231k | 33k | 6.97 |
| 2022-12-31 | $241k | 33k | 7.26 |
| 2022-09-30 | $206k | 33k | 6.22 |
| 2022-06-30 | $262k | 33k | 7.91 |
| 2022-03-31 | $304k | 32k | 9.64 |